Laura Kelly is a CFP® and holds a Series 65 license with 19 years of industry experience. She has been with Evanson Financial, LLC and its predecessor firm since 2013. Evanson Financial provides investment advisory and financial planning services to individuals, trusts, retirement plan sponsors, endowments, and business entities. The fee-only firm manages primarily discretionary assets totaling approximately $5.8 billion, focusing on long-term, strategic asset allocation using low-cost, institutional-class mutual funds and ETFs.

Patrick Collins is a CFP® and Series 65 registered advisor with nine years of industry experience. He has been with Evanson Financial, LLC since 2026 and previously worked at Evanson Asset Management, LLC from 2014 to 2026. Evanson Financial provides investment advisory and financial planning services to individuals, trusts, retirement plan sponsors, endowments, and business entities. The fee-only firm manages approximately $5.8 billion in primarily discretionary assets, focusing on long-term strategic asset allocation using low-cost institutional mutual funds and ETFs with portfolio tilts toward small-cap and value.

Joann Donangelo is a financial advisor at Evanson Financial, LLC dba Evanson Asset Management, with seven years of industry experience. She holds Series 63 and Series 65 credentials and has been with Evanson since 2019. Evanson Financial provides investment advisory services and written financial planning to individuals, trusts, qualified retirement plan sponsors, endowments, and business entities. The firm emphasizes long-term, strategic asset allocation using low-cost, institutional-class mutual funds and ETFs, with portfolio tilts toward small-cap and value investing.

David Sherwood Jr. is a financial advisor at Evanson Financial, LLC dba Evanson Asset Management with 20 years of industry experience. He holds a Series 65 credential and has been with Evanson since 2026, following a 20-year tenure at Evanson Asset Management, LLC. Evanson Financial provides investment advisory and financial planning services to individuals, trusts, qualified retirement plan sponsors, endowments, and business entities. The fee-only firm manages approximately $5.8 billion in primarily discretionary assets using a long-term, strategic asset allocation approach that favors low-cost mutual funds and ETFs with portfolio tilts toward small-cap and value investments.